People First... People Matter... The Human Element Matters... Behavioral Finance... Homo Economicus is a Myth...
Wednesday, February 23, 2011
Monday, February 21, 2011
Understand the PURPOSE
Clearly define Goals and the Time Frame needed to Acheive them
Saturday, February 19, 2011
The Purpose of MAIN Street
The purpose of MAIN Street is to Separate the Financial Planning And Investment Management Worlds
The Financial Planning Indistry often confuses the roles and leads to disaster
The Financial Planning Indistry often confuses the roles and leads to disaster
Wednesday, February 9, 2011
the use and abuse of financial Planning
The failure of an Industry to evolve living on life support and dependent upon assets under management
Friday, February 4, 2011
Move to the Matrix - Get More Accomplished
Our Clients Have Places to go And People To see
MW/AlphaMatrix FinancialPlanning
What's the Difference between a financial plan and an AM/FP
An AlphaMatrix FinancialPlan Is Modular and Built to Evolve. see broken Plans
An AlphaMatrix FinancialPlan Is Modular and Built to Evolve. see broken Plans
Thursday, February 3, 2011
It's No secret The Industry has made some bone head moves
It now needs to re-evolve - the Universal Banking Model Set you back 20 years.
By the time they turn it around so it can incorporate reality you we will all be dead and buried.
By the time they turn it around so it can incorporate reality you we will all be dead and buried.
The Purpose of Main Street is Simple - Understand and Define the Purpose
Let me Tell u A story
Wednesday, February 2, 2011
Investing is more ls more like poker than solitare
Strategy involves what the other participants in the game are doing.
The Idea is simple - Expand your World
The Conventional Model is still about framing your World and selling you theirs (what can make them Money)
The New market requires a different approach - understand your world - and help you create it......Move to the Buy side of the street....and seek out the products, services and expertise that are needed to build it. if that where you re going this is all you need.. Like a good mechanic - a little common sense - Part of our service is to incorporate Common sense.
The New market requires a different approach - understand your world - and help you create it......Move to the Buy side of the street....and seek out the products, services and expertise that are needed to build it. if that where you re going this is all you need.. Like a good mechanic - a little common sense - Part of our service is to incorporate Common sense.
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